How big is Smith & Russell, DDS, PLLC's plan?

Smith & Russell, DDS, PLLC's plan reported $2.9M in assets and 16 participants for 2024.

Original filing (PDF)20250806032343NAL0002688195001

Smith & Russell, DDS, PLLC

Name: Smith & Russell, DDS, PLLC — Smith & Russell, DDS, Form 5500 (2024)
Creator: Smith & Russell, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smith & Russell, DDS, PLLC Retirement Plan & Trust

401(k) retirement plan · Smith & Russell, DDS, PLLC's Smith & Russell, DDS, PLLC Retirement Plan & Trust held $2.9M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Smith & Russell, DDS, PLLC's EIN is 92-1496164.

EIN 92-1496164

Plan number 002

Plan year 2024

ACK ID 20250806032343NAL0002688195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Smith & Russell, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Smith & Russell, DDS, PLLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMITH & RUSSELL, DDS, PLLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score